yfinance/README.md

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# Download market data from Yahoo! Finance's API
<table border=1 cellpadding=10><tr><td>
#### \*\*\* IMPORTANT LEGAL DISCLAIMER \*\*\*
---
**Yahoo!, Y!Finance, and Yahoo! finance are registered trademarks of
Yahoo, Inc.**
yfinance is **not** affiliated, endorsed, or vetted by Yahoo, Inc. It's
an open-source tool that uses Yahoo's publicly available APIs, and is
intended for research and educational purposes.
**You should refer to Yahoo!'s terms of use**
([here](https://policies.yahoo.com/us/en/yahoo/terms/product-atos/apiforydn/index.htm),
[here](https://legal.yahoo.com/us/en/yahoo/terms/otos/index.html), and
[here](https://policies.yahoo.com/us/en/yahoo/terms/index.htm)) **for
details on your rights to use the actual data downloaded. Remember - the
Yahoo! finance API is intended for personal use only.**
</td></tr></table>
---
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**yfinance** offers a threaded and Pythonic way to download market data from [Yahoo!Ⓡ finance](https://finance.yahoo.com).
→ Check out this [Blog post](https://aroussi.com/#post/python-yahoo-finance) for a detailed tutorial with code examples.
[Changelog »](https://github.com/ranaroussi/yfinance/blob/main/CHANGELOG.rst)
---
## Quick Start
### The Ticker module
The `Ticker` module, which allows you to access ticker data in a more Pythonic way:
```python
import yfinance as yf
msft = yf.Ticker("MSFT")
# get all stock info
msft.info
# get historical market data
hist = msft.history(period="1mo")
# show meta information about the history (requires history() to be called first)
msft.history_metadata
# show actions (dividends, splits, capital gains)
msft.actions
msft.dividends
msft.splits
msft.capital_gains # only for mutual funds & etfs
# show share count
msft.get_shares_full(start="2022-01-01", end=None)
# show financials:
# - income statement
msft.income_stmt
msft.quarterly_income_stmt
# - balance sheet
msft.balance_sheet
msft.quarterly_balance_sheet
# - cash flow statement
msft.cashflow
msft.quarterly_cashflow
# see `Ticker.get_income_stmt()` for more options
# show holders
msft.major_holders
msft.institutional_holders
msft.mutualfund_holders
# Show future and historic earnings dates, returns at most next 4 quarters and last 8 quarters by default.
# Note: If more are needed use msft.get_earnings_dates(limit=XX) with increased limit argument.
msft.earnings_dates
# show ISIN code - *experimental*
# ISIN = International Securities Identification Number
msft.isin
# show options expirations
msft.options
# show news
msft.news
# get option chain for specific expiration
opt = msft.option_chain('YYYY-MM-DD')
# data available via: opt.calls, opt.puts
```
If you want to use a proxy server for downloading data, use:
```python
import yfinance as yf
msft = yf.Ticker("MSFT")
msft.history(..., proxy="PROXY_SERVER")
msft.get_actions(proxy="PROXY_SERVER")
msft.get_dividends(proxy="PROXY_SERVER")
msft.get_splits(proxy="PROXY_SERVER")
msft.get_capital_gains(proxy="PROXY_SERVER")
msft.get_balance_sheet(proxy="PROXY_SERVER")
msft.get_cashflow(proxy="PROXY_SERVER")
msft.option_chain(..., proxy="PROXY_SERVER")
...
```
### Multiple tickers
To initialize multiple `Ticker` objects, use
```python
import yfinance as yf
tickers = yf.Tickers('msft aapl goog')
# access each ticker using (example)
tickers.tickers['MSFT'].info
tickers.tickers['AAPL'].history(period="1mo")
tickers.tickers['GOOG'].actions
```
To download price history into one table:
```python
import yfinance as yf
data = yf.download("SPY AAPL", period="1mo")
```
#### `yf.download()` and `Ticker.history()` have many options for configuring fetching and processing. [Review the Wiki](https://github.com/ranaroussi/yfinance/wiki) for more options and detail.
### Logging
`yfinance` now uses the `logging` module to handle messages, default behaviour is only print errors. If debugging, use `yf.enable_debug_mode()` to switch logging to debug with custom formatting.
### Smarter scraping
To use a custom `requests` session (for example to cache calls to the
API or customize the `User-agent` header), pass a `session=` argument to
the Ticker constructor.
```python
import requests_cache
session = requests_cache.CachedSession('yfinance.cache')
session.headers['User-agent'] = 'my-program/1.0'
ticker = yf.Ticker('msft', session=session)
# The scraped response will be stored in the cache
ticker.actions
```
Combine a `requests_cache` with rate-limiting to avoid triggering Yahoo's rate-limiter/blocker that can corrupt data.
```python
from requests import Session
from requests_cache import CacheMixin, SQLiteCache
from requests_ratelimiter import LimiterMixin, MemoryQueueBucket
from pyrate_limiter import Duration, RequestRate, Limiter
class CachedLimiterSession(CacheMixin, LimiterMixin, Session):
pass
session = CachedLimiterSession(
limiter=Limiter(RequestRate(2, Duration.SECOND*5)), # max 2 requests per 5 seconds
bucket_class=MemoryQueueBucket,
backend=SQLiteCache("yfinance.cache"),
)
```
### Managing Multi-Level Columns
The following answer on Stack Overflow is for [How to deal with
multi-level column names downloaded with
yfinance?](https://stackoverflow.com/questions/63107801)
- `yfinance` returns a `pandas.DataFrame` with multi-level column
names, with a level for the ticker and a level for the stock price
data
- The answer discusses:
- How to correctly read the the multi-level columns after
saving the dataframe to a csv with `pandas.DataFrame.to_csv`
- How to download single or multiple tickers into a single
dataframe with single level column names and a ticker column
### `pandas_datareader` override
If your code uses `pandas_datareader` and you want to download data
faster, you can "hijack" `pandas_datareader.data.get_data_yahoo()`
method to use **yfinance** while making sure the returned data is in the
same format as **pandas\_datareader**'s `get_data_yahoo()`.
```python
from pandas_datareader import data as pdr
import yfinance as yf
yf.pdr_override() # <== that's all it takes :-)
# download dataframe
data = pdr.get_data_yahoo("SPY", start="2017-01-01", end="2017-04-30")
```
### Timezone cache store
When fetching price data, all dates are localized to stock exchange timezone.
But timezone retrieval is relatively slow, so yfinance attemps to cache them
in your users cache folder.
You can direct cache to use a different location with `set_tz_cache_location()`:
```python
import yfinance as yf
yf.set_tz_cache_location("custom/cache/location")
...
```
---
## Installation
Install `yfinance` using `pip`:
``` {.sourceCode .bash}
$ pip install yfinance --upgrade --no-cache-dir
```
Test new features by installing betas, provide feedback in [corresponding Discussion](https://github.com/ranaroussi/yfinance/discussions):
``` {.sourceCode .bash}
$ pip install yfinance --upgrade --no-cache-dir --pre
```
To install `yfinance` using `conda`, see
[this](https://anaconda.org/ranaroussi/yfinance).
### Requirements
- [Python](https://www.python.org) \>= 2.7, 3.4+
- [Pandas](https://github.com/pydata/pandas) \>= 1.3.0
- [Numpy](http://www.numpy.org) \>= 1.16.5
- [requests](http://docs.python-requests.org/en/master) \>= 2.31
- [lxml](https://pypi.org/project/lxml) \>= 4.9.1
- [appdirs](https://pypi.org/project/appdirs) \>= 1.4.4
- [pytz](https://pypi.org/project/pytz) \>=2022.5
- [frozendict](https://pypi.org/project/frozendict) \>= 2.3.4
- [beautifulsoup4](https://pypi.org/project/beautifulsoup4) \>= 4.11.1
- [html5lib](https://pypi.org/project/html5lib) \>= 1.1
#### Optional (if you want to use `pandas_datareader`)
- [pandas\_datareader](https://github.com/pydata/pandas-datareader)
\>= 0.4.0
## Developers: want to contribute?
`yfinance` relies on community to investigate bugs and contribute code. Developer guide: https://github.com/ranaroussi/yfinance/discussions/1084
---
### Legal Stuff
**yfinance** is distributed under the **Apache Software License**. See
the [LICENSE.txt](./LICENSE.txt) file in the release for details.
AGAIN - yfinance is **not** affiliated, endorsed, or vetted by Yahoo, Inc. It's
an open-source tool that uses Yahoo's publicly available APIs, and is
intended for research and educational purposes. You should refer to Yahoo!'s terms of use
([here](https://policies.yahoo.com/us/en/yahoo/terms/product-atos/apiforydn/index.htm),
[here](https://legal.yahoo.com/us/en/yahoo/terms/otos/index.html), and
[here](https://policies.yahoo.com/us/en/yahoo/terms/index.htm)) for
detailes on your rights to use the actual data downloaded.
---
### P.S.
Please drop me an note with any feedback you have.
**Ran Aroussi**